Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: FOMC meeting

Big Week with the FOMC and Apple – Various and Sundry Topics

October 27, 2019 Brian Gilmartin Leave a comment

Thanks to Jeff Miller (www.dashofinsight.com) for including this blog in his latest post. Jeff notes that the Friday, 11/1/19 nonfarm…

Continue Reading →

Posted in: Apple (AAPL), FOMC meeting, INTC, TXN, WBA

July 31 Fed Funds Rate Cut Wasn’t Well Received

September 17, 2019 Brian Gilmartin Leave a comment

The first rate cut in – what – 8 or 10 years just 6 weeks ago, saw the SP 500…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s), Credit markets, FOMC meeting, HYG, JNK

SP 500 Earnings: Forward “Expected” SP 500 Earnings Growth Rate Falls Below 3%

July 27, 2019 Brian Gilmartin Leave a comment

  So much will be written this weekend about the FOMC meeting Wednesday, but here is the snapshot of the…

Continue Reading →

Posted in: FOMC meeting, Fwd 4-qtr growth rate (SP 500), SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

Fed Rate Hike this Week – Here is the Conundrum

June 11, 2018 Brian Gilmartin Leave a comment

https://www.frbsf.org/education/publications/doctor-econ/2013/march/federal-reserve-interest-balances-reserves/ One article read this weekend – think it was from the CNBC app – noted that the surprise with…

Continue Reading →

Posted in: 10-year Treasury yield, Bond Market(s), FOMC meeting

FOMC Announcement Next Week: The FOMC Normally Isn’t “Preemptive”

December 9, 2016 Brian Gilmartin Leave a comment

Many of the pundits around today, probably don’t remember when the fed funds rate was 15%, the Prime Rate was…

Continue Reading →

Posted in: FOMC meeting, interest rates, TBF - inverse Treasury, Treasuries

Post navigation

Page 3 of 4
← Previous 1 2 3 4 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis